GIM

Guild Investment Management Portfolio holdings

AUM $140M
1-Year Est. Return 28.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$87.5M
AUM Growth
+$9.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$4.72M
2
+$2.67M
3
+$2.09M
4
MRVL icon
Marvell Technology
MRVL
+$1.86M
5
ORCL icon
Oracle
ORCL
+$1.13M

Top Sells

1
+$3.28M
2
+$2.45M
3
+$2.01M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$1.83M
5
VXX icon
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
+$1.82M

Sector Composition

1 Technology 27.87%
2 Healthcare 8.45%
3 Communication Services 5.32%
4 Financials 2.64%
5 Utilities 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$39.5K 0.05%
+10,000
52
$27.8K 0.03%
70,500
-250,000
53
– –
-35,000
54
– –
-6,825
55
– –
-1,334
56
– –
-23,065
57
– –
-20,000
58
– –
-36,520
59
– –
-5,626
60
– –
-36,524
61
– –
-25,620
62
– –
-72,590
1 2
3